01 · Business solutions
Wealth management
Estate planning, family investment vehicles, wealth structuring and tax optimization for individuals and families.
What we do
Protecting and passing on wealth requires planning before conflicts arise. We structure the wealth of individuals and families through estate planning, family investment vehicles and tax optimization. Clients preserve their assets and order their transition according to their wishes.
What’s included
We structure and protect the wealth of individuals and families.
- Estate planning
- Investment funds and family vehicles
- Wealth structuring
- Family protocols
- Tax optimization of wealth
When to call us
The estate has grown and is still in one person’s name, with no vehicle separating it from the risk of the business.
The next generation joins the family company and nobody has written the rules.
There are assets in several countries and no structure to order them.
The owner wants to decide today how the estate is divided, instead of leaving it to a succession proceeding.
The family wants to make a gift or set up a foundation and needs it to fit its tax planning.
What the client gains
- The assets are protected. A suitable legal structure separates them from the operating risk of the business.
- The transition is decided during one’s lifetime. The owner sets how the estate passes on, instead of bequeathing the conflict to the family.
- A lighter tax burden than the one paid for not planning. The structure is designed with the tax impact in view, not afterwards.